Help us improve

1 Vote

To have the ability to view previously sent statements and invoices. Also when customer replies to an invoice to show the invoice no.

No description provided

Created 19 Jul 18:20 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Multi addresses for one customer

To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments

Created 21 Mar 16:27 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

add terms and conditions on second page of invoice

It's vital customers are aware of T&Cs, anything longer than a few sentences won't fit on the current invoice. To add them as an attachment to the email with the invoice means that a customer can claim not to have seen them whereas if they're ...

Created 21 Mar 16:24 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Bank payments and receipts associated with expense code so that VAT is accounted for correctly.

At the moment if you do not want to run a sales ledger (eg you only have Till sales) and are accounting for income through a bank account any adjustment to reduce the income is coded as INPUT VAT instead of a reduction of OUTPUT VAT which means th...

Created 21 Mar 10:18 by Guest

IRIS KashFlow / Bank

0 Acknowledged
2 Vote

A View button

Add a "View" button next to "Edit". This would (i) allow you to view details of an invoice not otherwise shown (eg job, product codes) without risk of changing anything accidentally and (ii) still work after the invoice is locked. Currently, if yo...

Created 16 Mar 17:39 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
1 Vote

Increase number of failed log-in attempts from ONE before locking account

Dear Kashflow Why do you have such a low threshold for locking the account and requiring password reset? I got one digit wrong in the memorable word and it said, "We've detected a number of failed login attempts to your KashFlow account. As a resu...

Created 16 Jul 09:21 by Nicky McGregor

IRIS KashFlow / Uncategorised

0 New
2 Vote

project column to be filled automatically

i would like to be able to mark a project as a default project so when creating an invoice the project column will be filled automatically

Created 14 Mar 12:23 by Guest

IRIS KashFlow / Projects

0 Acknowledged
1 Vote

Display recipients email address on PDF theme Invoice

Since its now 2021 and most people have an email address. Surely it's time to have an email address displayed on the PDF Invoice? We are able to add in a telephone/mobile number (via the HTML coding) if you know what your doing!

Created 15 Jul 15:36 by Debra Woodward

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Email templates- spacing between paragraph

No description provided

Created 14 Jul 13:01 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Customer address needs more lines

There are not enough lines for customer address. Can at least 2 further lines be added.

Created 09 Mar 15:35 by Guest

IRIS KashFlow / Customers

0 Will not implement